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Customer Management

Optimized customer service through modern sales concepts and approaches

When customer/account managers lack comprehensive information on their customers, they lose their knowledge advantage over them and their consulting service appears to be inadequate. Therefore, comprehensive consulting services are particularly important for maintaining long-term customer loyalty. Customer/account managers find a vast amount of information via social internet services and portals which helps them to optimally meet customer requirements. Customers use the same channels to inform themselves beforehand. This circumstance allows offering customers comprehensive consulting services: Self-service becomes a digital experience. Social engagement and individual support as well as a more customer-oriented sales structure can be achieved by means of an omni-channel strategy.

ConVista’s concepts and approaches to a modern and optimized customer support allow you to optimally react to the market situation described above. Our consultants assist you not only with the analysis and conception but also with the implementation of IT solutions to support the processes and workflows in customer management. By implementing packages especially tailored to meet the needs of insurance companies, our experts solve your problems and challenges in this area and optimally adjust your sales organization to the current situation.

  • Holistic view of the customers and their Information

  • Customer-oriented sales force as a basis for customized support

  • Integrated sales processes optimize your sales organization

  • Ready-made solution packages for insurances based on our experiences gained from customer projects